Senior Investment Advisor Job in BUSINESS EDGE PERSONNEL SERVICES

Senior Investment Advisor

Singapore, Singapore

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Roles and Responsibilities:

Assessing clients’ financial situations and providing financial advice for clients to achieve their long term and short term financial goals.
Advising clients on retirement planning, investments and insurance decisions, to help achieve client’s financial goals and aspirations
Explaining pros & cons of various investment strategies, identify shortfalls and provide recommendations
Answering all finance-related queries and addressing to client’s concerns to maintain a trusting and lifelong relationship with clients
Build client base through client engagement activities.
Conduct administrative work to complete the sales of the financial product.
Conduct financial needs examination to meet client's financial objectives.
Conduct regular review of client's financial plan and perform on-going servicing of accounts.
Construct a personal financial plan for clients to meet their financial goals and needs.
Handle client's requests.
Identify new clients and perform client on-boarding checks.
Plan for business owners who have investment and estate planning needs.

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